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Urban Edge Properties

179 hedge funds and large institutions have $1.73B invested in Urban Edge Properties in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.25% less ownership

Funds ownership: 98.29%97.03% (-1.3%)

6% less funds holding

Funds holding: 191179 (-12)

21% less capital invested

Capital invested by funds: $2.2B → $1.73B (-$468M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

83% less call options, than puts

Call options by funds: $68K | Put options by funds: $409K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
58
Reduced
75
Closed
27
Calls
$68K
Puts
$409K
Net Calls
-$341K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$309M -$2.33M -130,432 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$275M -$185K -10,332 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$154M +$112M +6,293,254 +165%
RC
4
Resolution Capital
Australia
$116M -$42.9M -2,401,527 -24%
State Street
5
State Street
Massachusetts
$107M +$822K +46,019 +0.7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$85.3M +$24.8M +1,390,647 +33%
WHG
7
Westwood Holdings Group
Texas
$58.2M +$8.2M +458,723 +14%
LIMS
8
Lasalle Investment Management Securities
Maryland
$50.9M -$3.72M -208,224 -6%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$40.8M -$2.76M -154,393 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$36.9M -$3.56M -199,222 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$34.1M -$1.07M -59,883 -3%
HRES
12
Heitman Real Estate Securities
Illinois
$29M +$17.5M +977,455 +105%
AAMU
13
APG Asset Management US
New York
$28.6M -$30.1M -1,683,457 -48%
CIM
14
Centersquare Investment Management
Pennsylvania
$28.2M +$30.3M +1,697,364 +1,063%
Morgan Stanley
15
Morgan Stanley
New York
$26.9M +$4.77M +266,750 +18%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$26.8M -$114K -6,398 -0.4%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$26.8M -$4.1M -229,479 -12%
Charles Schwab
18
Charles Schwab
California
$25.9M +$179K +10,004 +0.6%
Northern Trust
19
Northern Trust
Illinois
$24.3M -$2.09M -116,918 -7%
Norges Bank
20
Norges Bank
Norway
$16.7M +$34.7K +1,942 +0.2%
Legal & General Group
21
Legal & General Group
United Kingdom
$14.7M +$462K +25,856 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$12.1M -$515K -28,823 -3%
SEI Investments
23
SEI Investments
Pennsylvania
$11.9M -$5M -279,770 -26%
Invesco
24
Invesco
Georgia
$11.8M -$71.5M -4,002,330 -84%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.67M -$806K -45,088 -7%

UE Hedge Fund Activity: Q2 2022 in Review

179 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2022, worth a combined $1.73B — down 21% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UE and 21 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 58 added.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Invesco, cutting an estimated $71.5M.

  • 179 institutional investors held Urban Edge Properties (UE) as of Q2 2022, down from 191 in Q1 2022.
  • Funds reported $1.73B of Urban Edge Properties stock for Q2 2022, down 21% quarter-over-quarter.
  • 21 funds opened new Urban Edge Properties positions in Q2 2022 and 27 closed out, a net change of -6 holders.
  • The largest Urban Edge Properties buyer in Q2 2022 was Fidelity Investments, an estimated $112M added.
  • The largest Urban Edge Properties seller in Q2 2022 was Invesco, an estimated $71.5M sold.

Based on aggregated 13F filings for Q2 2022.